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Service
Brief Description
Benefit To Your Business
Strategic Planning Day
We work with you and your key management people for a full day. Focus on working "on" the business instead of "in" it. We do extensive advance prep. We present information current and past financial information in a new light.
Develop critical path for greater business success. Action steps to grow business. Improved profit and cash flow. Facilitate business decisions among top management.

Financial Growth Readiness Study

A key financial report to show how fast your company can grow without additional financing - which areas of your business you should focus on for growth. Snapshot of the financial health of your business.
Key understanding of how company can grow. Anticipate banking/financing needs. How fast can you grow without additional financing.

Annual profit and cash flow plan - by month

Project cash flow and manage disbursements accordingly. A financial plan that shows future monthly P&L, Balance Sheets and Cash Flow goals. Used to compare to actual results.
Solid, disciplined financial management leads to greater profits.
Develop and recommend budget
We work with you and your key management team to develop a budget for expenses for the forthcoming period/year.
Increased revenue and better control over spending equals increased profits.
Profit Improvement Potential Analyses. Develop "What if" financial scenarios
Your company data into our proprietary software that allows business owners more clarity as to the potential in their business and what could happen with a host of different financial scenarios. Predict future Balance Sheets. Understanding of where "low hanging fruit" is.
Plan for profits. Predict profits. The four ways to grow your business and which should have priority and focus.
Develop Exit Strategy
Help develop a path to sell the business, pass to next generation, or some other scenario of change in ownership.
Peace of mind and a PLAN.
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